TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.5M
3
+$8.78M
4
AAPL icon
Apple
AAPL
+$7.01M
5
CVX icon
Chevron
CVX
+$4.94M

Top Sells

1
+$2.05M
2
+$1.29M
3
+$766K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$620K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$545K

Sector Composition

1 Technology 23.07%
2 Financials 13.38%
3 Healthcare 13.23%
4 Consumer Discretionary 9.63%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$182K 0.01%
568
+418
327
$182K 0.01%
4,220
+220
328
$180K 0.01%
5,460
-202
329
$180K 0.01%
1,374
330
$176K 0.01%
2,340
+75
331
$176K 0.01%
3,207
-25
332
$174K 0.01%
3,001
333
$172K 0.01%
1,389
334
$172K 0.01%
839
+789
335
$169K 0.01%
+1,573
336
$166K 0.01%
1,000
337
$164K 0.01%
+3,869
338
$160K 0.01%
937
+327
339
$158K 0.01%
5,966
340
$158K 0.01%
932
+77
341
$154K 0.01%
8,223
-1,127
342
$153K 0.01%
4,988
+3,000
343
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8,617
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344
$153K 0.01%
2,047
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345
$152K 0.01%
+529
346
$150K 0.01%
268
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347
$149K 0.01%
9,692
+265
348
$146K 0.01%
7,004
349
$145K 0.01%
1,671
-130
350
$144K 0.01%
2,214
12 13
14
15 16